Proposal Kit Features
Document Creation (6)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (2)
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (4)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Push and pull data from quote applications to build proposals.
Generative AI (1)
AI Text Generation
Allows users to generate text based on a text prompt.
